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Why is my exempt customer calculating tax on my SalesForce quote?

Overview

I have a customer who's exempt through Avalara CertCapture however they're calculating tax on our SalesForce quote. They are exempting as they should through our other ERP connected to AvaTax.

Environment

Avatax for SalesForce

 

Resolution

  • If your quote in SalesForce is associated with a prospect, the Customer code that Salesforce passes through to Avatax will likely be different than the customer code you anticipated would be sent, and different than what your other ERP is sending.
  • To fix this you'll need to make a certificate for the customer code your quote is sending, which you can find by looking at the prospect.
  • The Account Name in Salesforce should match the Customer Code in the AvaTax Admin Console.